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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,016 | $181,898-59.9% | $156,552-53.4% | $273,970-73.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.24% | 30.74%-33.0pp | 32.23%-34.5pp | 41.46%-43.7pp |
| Employer contribution / active EE | $19,185 | $6,248+207.0% | $5,501+248.7% | $4,869+294.0% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7 | $15,560-100.0% | $13,028-99.9% | $10,132-99.9% |